StockDriftsStockDriftsTop 50 Financial Harvest LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 17.51% | 561.4K | $37.3M | +4.34%(+23.35K) | $56.76(+19.21%) | 2026-09-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 17% | 717.5K | $36.2M | -13.70%(-113.91K) | $50.72(-0.16%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 16.12% | 772.8K | $34.4M | +5.10%(+37.48K) | $35.87(+25.10%) | 2026-09-30 | |
| DISV | DIMENSIONAL ETF TRUST | 11.47% | 564.5K | $24.4M | +6.29%(+33.42K) | $30.31(+40.71%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 7.26% | 411.1K | $15.5M | +8.03%(+30.54K) | $28.96(+29.58%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.71% | 252.5K | $10.0M | +7.59%(+17.81K) | $29.33(+29.85%) | 2026-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.41% | 170.9K | $9.4M | -1.33%(-2.30K) | $41.30(+35.55%) | 2026-09-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 2.04% | 108.2K | $4.3M | +16.24%(+15.12K) | $33.95(+21.52%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.54% | 9.9K | $3.3M | +2.69%(+259) | $237.41(+44.45%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.47% | 6.1K | $3.1M | +11.34%(+621) | $427.31(+24.86%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.08% |
Financial Harvest LLC reports $213.06M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are DFAT (17.5%), DUSB (17.0%) and DFAC (16.1%). The top 20 holdings account for 91.4% of reported assets. Its disclosed equity book has returned +26.26% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Harvest LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052933). View Financial Harvest LLC’s 13F filings on SEC